README.md

Escargot - a Symfony HttpClient based Crawler framework

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A library that provides everything you need to crawl anything based on HTTP and process the responses in whatever way you prefer based on Symfony components.

Why yet another crawler?

There are so many different implementations in so many programming languages, right? Well, the ones I found in PHP did not really live up to my personal quality standards and also I wanted something that's built on top of the Symfony HttpClient component and is not bound to crawl websites (HTML) only but can be used as the foundation for anything you may want to crawl. Hence, yet another library.

What about that name «Escargot»?

When I created this library I didn't want to name it «crawler» or «spider» or anything similar that's been used hundreds of times before. So I started to think about things that actually crawl and one thing that came to my mind immediately were snails. But «snail» doesn't really sound super beautiful and so I just went with the French translation for it which is «escargot». There you go! Also French is a beautiful language anyway and in case you didn't know: tons of libraries in the PHP ecosystem were invented and are still maintained by French people so it's also some kind of tribute to the French PHP community (and Symfony one for that matter).

By the way: Thanks to the Symfony HttpClient Escargot is actually not slow at all ;-)

Installation

composer require terminal42/escargot

Usage

Everything in Escargot is assigned to a job ID. The reason for this design is that crawling huge amounts of URIs can take very long and chances that you'll want to stop at some point and pick up where you left are pretty high. For that matter, every Escargot instance also needs a queue plus a base URI collection as to where to start crawling.

Instantiating Escargot

The factory method when you do not have a job ID yet has to be used as follows:

<?php

use Nyholm\Psr7\Uri;
use Terminal42\Escargot\BaseUriCollection;
use Terminal42\Escargot\Escargot;
use Terminal42\Escargot\Queue\InMemoryQueue;

$baseUris = new BaseUriCollection();
$baseUris->add(new Uri('https://www.terminal42.ch'));
$queue = new InMemoryQueue();
        
$escargot = Escargot::create($baseUris, $queue);

In case you already do have a job ID because you have initiated crawling previously we do not need any base URI collection anymore but the job ID instead (again $client is completely optional):

<?php

use Symfony\Component\HttpClient\CurlHttpClient;
use Terminal42\Escargot\Escargot;
use Terminal42\Escargot\Queue\InMemoryQueue;

$queue = new InMemoryQueue();
        
$escargot = Escargot::createFromJobId($jobId, $queue);

The different queue implementations

As explained before, the queue is an essential part of Escargot because it keeps track of all the URIs that have been requested already but it is also responsible to pick up where one left based on a given job ID. You can create your own queue and store the information wherever you like by implementing the QueueInterface. This library ships with the following implementations for you to use:

• InMemoryQueue - an in-memory queue. Mostly useful for testing or CLI usages. Once the process ends, data will be lost.

• DoctrineQueue - a Doctrine DBAL queue. Stores the data in your Doctrine/PDO compatible database so it's persistent.

• LazyQueue - a queue that takes two QueueInterface implementations as arguments. It will try to work on the primary queue as long as possible and fall back to the second queue only if needed. The result can be transferred from the first queue to the second queue by using the commit() method. The use case is mainly to prevent e.g. the database from being hammered by using $queue = new LazyQueue(new InMemoryQueue(), new DoctrineQueue()). That way you get persistence (by calling $queue->commit($jobId) once done) combined with efficiency.

Start crawling

After we have our Escargot instance, we can start crawling which we do by calling the crawl() method:

<?php

$escargot->crawl();

Subscribers

You might be wondering how you can access the results of your crawl process. In Escargot, crawl() does not return anything but instead, everything is passed on to subscribers which lets you decide exactly on what you want to do with the results that are collected along the way. The flow of every request executed by Escargot is as follows which maps to the corresponding methods in the subscribers:

1. Decide whether a request should be sent at all (if no subscriber requests the request, none is executed):

   SubscriberInterface:shouldRequest()

2. If a request was sent, wait for the first response chunk and decide whether the whole response body should be loaded:

   SubscriberInterface:needsContent()

3. If the body was requested, the data is passed on to the subscribers on the last response chunk that arrives:

   SubscriberInterface:onLastChunk()

Adding a subscriber is accomplished by implementing the SubscriberInterface and registering it using Escargot::addSubscriber():

<?php

$escargot->addSubscriber(new MySubscriber());

According to the flow of every request, the SubscriberInterface asks you to implement 3 methods:

• shouldRequest(CrawlUri $crawlUri, string $currentDecision): string;

  This method is called before a request is executed. Note that the logic is inverted: If none of the registered subscribers asks Escargot to execute the request, it's not going to be requested. That allows for a lot more flexibility. If it was the other way around, one subscriber could cancel the request and thus cause another subscriber to not get any results. You may return one of the following 3 constants:

  • SubscriberInterface::DECISION_POSITIVE

    Returning a positive decision will cause the request to be executed no matter what other subscribers return. It will also cause needsContent() to be called on this subscriber.

  • SubscriberInterface::DECISION_ABSTAIN

    Returning an abstain decision will not cause the request to be executed. However, if any other subscriber returns a positive decision, needsContent() will still be called on this subscriber.

  • SubscriberInterface::DECISION_NEGATIVE

    Returning a negative decision will make sure, needsContent() is not called on this subscriber, no matter whether another subscriber returns a positive decision thus causing the request to be executed.

• needsContent(CrawlUri $crawlUri, ResponseInterface $response, ChunkInterface $chunk, string $currentDecision): string;

  This method is called on the first chunk of a request that arrives. You have access to all the headers now but the content of the response might not yet be loaded. Note that the logic is inverted: If none of the registered subscribers asks Escargot to provide the content, it's going to cancel the request and thus early abort. Again you may return one of the following 3 constants:

  • SubscriberInterface::DECISION_POSITIVE

    Returning a positive decision will cause the request to be finished (whole response content is loaded) no matter what other subscribers return. It will also cause onLastChunk() to be called on this subscriber.

  • SubscriberInterface::DECISION_ABSTAIN

    Returning an abstain decision will not cause the request to be finished. However, if any other subscriber returns a positive decision, onLastChunk() will still be called on this subscriber.

  • SubscriberInterface::DECISION_NEGATIVE

    Returning a negative decision will make sure, onLastChunk() is not called on this subscriber, no matter whether another subscriber returns a positive decision thus causing the request to be completed.

• onLastChunk(CrawlUri $crawlUri, ResponseInterface $response, ChunkInterface $chunk): void;

  If one of the subscribers returned a positive decision during the needsContent() phase, all of the subscribers that either abstained or replied positively during the needsContent() phase, receive the content of the response.

There are 2 other interfaces which you might want to integrate but you don't have to:

• ExceptionSubscriberInterface

  There are two methods to implement in this interface:

  onTransportException(CrawlUri $crawlUri, ExceptionInterface $exception, ResponseInterface $response): void;

  These type of exceptions are thrown if there's something wrong with the transport (timeouts etc.).

  onHttpException(CrawlUri $crawlUri, ExceptionInterface $exception, ResponseInterface $response, ChunkInterface $chunk): void;

  These type of exceptions are thrown if the status code was in the 300-599 range.

  For more information, also see the Symfony HttpClient docs.

• FinishedCrawlingSubscriberInterface

  There's only one method to implement in this interface:

  finishedCrawling(): void;

  Once crawling is finished (that does not mean there's no pending queue items, you may also have reached the maximum number of requests), all subscribers implementing this interface will be called.

Tags

Sometimes you may want to add meta information to any CrawlUri instance so you can let other subscribers decide what they want to do with this information or it may be relevant during another request. The RobotsSubscriber for instance, tags CrawlUri instances when they contained a <meta name="robots" content="nofollow"> in the body or the corresponding X-Robots-Tag header was set. All the links found on this URI are then not followed which happens during the next shouldRequest() call.

There may be use cases where a tag is not enough. Let's say you had a subscriber that wants to add information to a CrawlUri instance it actually has to load from the filesystem or over HTTP again. Maybe no other subscriber ever uses that data? And how would you store all that information in the queue anyway? That's why you can resolve tag values lazily. Doing so can be done by calling $escargot->resolveTagValue($tag). Escargot then asks all subscribers that implement the TagValueResolvingSubscriberInterface for the resolved value.

So if you want to provide lazy loaded information in your subscriber, just add a regular tag - say my-file-info and implement the TagValueResolvingSubscriberInterface that returns the real value once anybody asks for the value of that my-file-info tag.

In other words, sometimes it's enough to only ask $crawlUri->hasTag('foobar-tag') and sometimes you may want to ask Escargot to resolve the tag value using $escargot->resolveTagValue('foobar-tag'). This totally depends on the subscriber.

Crawling websites (HTML crawler)

When people read the word «crawl» or «crawler» they usually immediately think of crawling websites. Granted, this is also the main purpose of this library but if you think about it, nothing you have learnt about Escargot so far was related to crawling websites or HTML. Escargot can crawl anything that's based on HTTP and you could write a subscriber that extracts e.g. new URIs from JSON responses and continue from there.

Awesome isn't it?

To turn our Escargot instance into a proper web crawler, we can register the 2 following subscribers shipped by default:

• The RobotsSubscriber

  This subscriber handles robots.txt content, the X-Robots-Tag header and the <meta name="robots"> HTML tag. So it

  • Sets CrawlUri tags according to the X-Robots-Tag header.
  • Sets CrawlUri tags according to the <meta name="robots"> HTML tag.
  • Analyzes Sitemap entries in the robots.txt and adds the URIs found there to the queue.
  • Handles disallowed paths based on the robots.txt content.

  This subscriber will never cause any requests to be executed because it doesn't care if anything is requested. But if it is, it adds meta information (tags) on all the found CrawlUri instances.

• The HtmlCrawlerSubscriber

  This subscriber analyzes the HTML and then searches for links and adds those to the queue. It

  • Sets CrawlUri tags if the link contained the rel="nofollow" attribute.
  • Sets CrawlUri tags if the link contained the attribute type and the value was not equal to text/html.
  • Sets CrawlUri tags for every data-* attribute (e.g. foobar-tag for data-foobar-tag). Values are ignored.

  This subscriber will never cause any requests to be executed because it doesn't care if anything is requested.

  Note: You can use data-escargot-ignore on links if you want them to be ignored completely by the HtmlCrawlerSubscriber.

Using them is done like so:

<?php

use Terminal42\Escargot\Subscriber\HtmlCrawlerSubscriber;
use Terminal42\Escargot\Subscriber\RobotsSubscriber;

$escargot->addSubscriber(new RobotsSubscriber());
$escargot->addSubscriber(new HtmlCrawlerSubscriber());

These two subscribers will help us to build our crawler but we still need to add a subscriber that actually returns a positive decision on shouldRequest(). Otherwise, no request will ever be executed. This is where you jump in and where you can freely decide on whether you want to respect tags of previous subscribers or not. A possible solution could look like this:

<?php

use Symfony\Contracts\HttpClient\ChunkInterface;
use Symfony\Contracts\HttpClient\ResponseInterface;
use Terminal42\Escargot\CrawlUri;
use Terminal42\Escargot\EscargotAwareInterface;
use Terminal42\Escargot\EscargotAwareTrait;
use Terminal42\Escargot\Subscriber\HtmlCrawlerSubscriber;
use Terminal42\Escargot\Subscriber\RobotsSubscriber;
use Terminal42\Escargot\Subscriber\SubscriberInterface;
use Terminal42\Escargot\Subscriber\Util;

class MyWebCrawler implements SubscriberInterface, EscargotAwareInterface
{
    use EscargotAwareTrait;

    public function shouldRequest(CrawlUri $crawlUri): string
    {
        // Check the original crawlUri to see if that one contained nofollow information
        if (null !== $crawlUri->getFoundOn() && ($originalCrawlUri = $this->getEscargot()->getCrawlUri($crawlUri->getFoundOn()))) {
            if ($originalCrawlUri->hasTag(RobotsSubscriber::TAG_NOFOLLOW)) {
                return SubscriberInterface::DECISION_NEGATIVE;
            }
        }
        
        // Skip links that were disallowed by the robots.txt
        if ($crawlUri->hasTag(RobotsSubscriber::TAG_DISALLOWED_ROBOTS_TXT)) {
            return SubscriberInterface::DECISION_NEGATIVE;
        }
    
        // Skip rel="nofollow" links
        if ($crawlUri->hasTag(HtmlCrawlerSubscriber::TAG_REL_NOFOLLOW)) {
            return SubscriberInterface::DECISION_NEGATIVE;
        }
        
        // Hint: All of the above are typical for HTML crawlers, so there's a helper for you
        // to simplify this:
        if (!Util::isAllowedToFollow($crawlUri, $this->getEscargot())) {
            return SubscriberInterface::DECISION_NEGATIVE;
        }
    
        // Skip the links that have the "type" attribute set and it's not text/html
        if ($crawlUri->hasTag(HtmlCrawlerSubscriber::TAG_NO_TEXT_HTML_TYPE)) {
            return SubscriberInterface::DECISION_NEGATIVE;
        }
    
        // Skip links that do not belong to our BaseUriCollection
        if ($this->escargot->getBaseUris()->containsHost($crawlUri->getUri()->getHost())) {
            return SubscriberInterface::DECISION_NEGATIVE;
        }

        return SubscriberInterface::DECISION_POSITIVE;
    }

    public function needsContent(CrawlUri $crawlUri, ResponseInterface $response, ChunkInterface $chunk): string
    {
        return 200 === $response->getStatusCode() && Util::isOfContentType($response, 'text/html') ? SubscriberInterface::DECISION_POSITIVE : SubscriberInterface::DECISION_NEGATIVE;
    }

    public function onLastChunk(CrawlUri $crawlUri, ResponseInterface $response, ChunkInterface $chunk): void
    {
        // Do something with the data
    }
}

You now have a full-fledged web crawler. It's up to you now to see which tags of the different subscribers you actually want to respect or you don't care about and what you actually want to do with the results.

Logging in subscribers

Of course you can always use Dependency Injection and inject whatever logger service you want to use in your subscriber. However, there's also a general logger you can pass to Escargot using Escargot::withLogger(). By having all the subscribers log to this central logger (only or in addition to another one you injected yourself) makes sure, Escargot has one central place where all subscribers log their information. In 99% of all use cases, we want to know

• Which subscriber logged the message
• What CrawlUri instance was handled at that time

This is why Escargot automatically passes on the logger instance you configured using Escargot::withLogger() on to every subscriber that implements the PSR-6 LoggerAwareInterface. It internally decorates it so the concerning subscriber is already known and you don't have to deal with that:

<?php

use Terminal42\Escargot\CrawlUri;
use Terminal42\Escargot\Subscriber\SubscriberInterface;
use Psr\Log\LoggerAwareInterface;
use Psr\Log\LoggerAwareTrait;
use Psr\Log\LogLevel;

class MyWebCrawler implements SubscriberInterface, LoggerAwareInterface
{
    use LoggerAwareTrait;

    public function shouldRequest(CrawlUri $crawlUri): string
    {
        if (null !== $this->logger) {
            $this->logger->log(LogLevel::DEBUG, 'My log message');
        }
    }
}

Because the logger is decorated automatically, it will eventually end up in the logger you configured using Escargot::withLogger() together with the PSR-6 $context that will contain ['source' => 'MyWebCrawler'].

To make things easy when you want to also make sure the CrawlUri instance is passed along in the PSR-6 $context array, use the SubscriberLoggerTrait as follows:

<?php

use Terminal42\Escargot\CrawlUri;
use Terminal42\Escargot\SubscriberLoggerTrait;
use Terminal42\Escargot\Subscriber\SubscriberInterface;
use Psr\Log\LoggerAwareInterface;
use Psr\Log\LoggerAwareTrait;
use Psr\Log\LogLevel;

class MyWebCrawler implements SubscriberInterface, LoggerAwareInterface
{
    use LoggerAwareTrait;
    use SubscriberLoggerTrait;

    public function shouldRequest(CrawlUri $crawlUri): string
    {
        // No need to check for $this->logger being null, this is handled by the trait
        $this->logWithCrawlUri($crawlUri, LogLevel::DEBUG, 'My log message');
    }
}

Configuration

There are different configurations you can apply to the Escargot instance:

• Escargot::withHttpClient(HttpClientInterface $client): Escargot

  You can provide an instance of Symfony\Component\HttpClient\HttpClientInterface if you want to use a specific implementation or configure it with your custom options. If you do not provide any client, HttpClient::create() will be used and thus, the best client is being automatically chosen for you.

• Escargot::withMaxRequests(int $maxRequests): Escargot

  Returns a clone of the Escargot instance with a maximum total requests that are going to be executed. It can be useful if you have limited resources and only want to execute e.g. 100 requests in this run and continue later on.

• Escargot::withUserAgent(string $userAgent): Escargot

  Returns a clone of the Escargot instance with a different User-Agent header. The header is sent with all the requests and by default configured to terminal42/escargot. Note: This only applies if you did not configure your own instance of HttpClientInterface using Escargot::withHttpClient().

• Escargot::withConcurrency(int $concurrency): Escargot

  Returns a clone of the Escargot instance with a maximum concurrent requests that are going to be sent at a time. By default, this is configured to 10.

• Escargot::withRequestDelay(int $requestDelay): Escargot

  Returns a clone of the Escargot instance with an added delay between requests in microseconds. By default, there's no extra delay. It can be useful to make sure Escargot does not run into some (D)DOS protection or similar issues.

• Escargot::withLogger(LoggerInterface $logger): Escargot

  Returns a clone of the Escargot instance with your PSR-3 Psr\Log\LoggerInterface instance to gain more insight in what's happening in Escargot.

Projects that use Escargot

• Contao, an open source CMS uses Escargot as of version 4.9, and it greatly improved the way search indexing works.

Attributions

• The logo was designed by the awesome @fkaminski, thank you!

Roadmap / Ideas

• What about having Escargot interpret JavaScript before starting to crawl the content? Should be possible by having an HttpClientInterface implementation that bridges to symfony/panther or facebook/webdriver directly. PR's welcome!